Research & News

This rally should continue due to multi-decade lows in unemployment and strong economic growth. I feel dumb. Really, really dumb.  Why? Because I disagree with two of the smartest guys on the...
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Stock mostly kept up their January power move on Thursday, slowing just a tad after Wednesday’s rip-roaring performance. The S&P 500 managed to rise 0.9%, but the Dow Jones Industrial Average fell...
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The Wall Street consensus is clear: Federal Reserve Chairman Jerome Powell caved to the markets yesterday. Not only did he promise to be patient with future rate hikes, but he also opened the door...
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Greetings from Punta del Este, Uruguay. The market has really shined since I’ve been away. You’re welcome. Stocks ripped higher on Wednesday as Federal Reserve chairman Jerome Powell completed...
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It’s prime time for corporate earnings this week, with one of the most-watched companies, Apple (AAPL), reporting after the bell yesterday. Its shares were rising more than 5% as of mid-afternoon...
In my stock market “atlas” piece from two weeks ago, I said the S&P 500 rally “could last for a little while longer and extend a bit further.” I also shared an upside target in the “mid-2,600s.”...
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Stocks rumbled listlessly on Tuesday as renewed warnings of weak earnings at major companies were blunted by jaded investors who seemed to say, “yeah, got it, next.” The Dow Jones Industrial...
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On this pre-Federal Reserve-decision day, markets were mostly marking time. The Dow Industrials were recently up by just under 100 points while the S&P 500 was continuing to fluctuate in the...
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Chipmaker Intel (INTC) waned last week. On Monday, it was Nvidia’s (NVDA) turn in the penalty box. Weaker-than-expected demand in its gaming and datacenter businesses forced the semiconductor...
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I sure hope you’ve acted on my recommendations to add gold shares to your portfolio and register for my urgent briefing tomorrow at 2 p.m. Eastern Because gold miners are whispering to us right...
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